+861.6%
ASX vs ARWR
+1,117.8%
-256.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.7% | +1.7% | -2.4% | -0.9% |
| 30D | +2.0% | -0.7% | +2.6% | +2.0% |
| 3M | -1.3% | +14.9% | -16.2% | -3.1% |
| 6M | +71.4% | +32.6% | +38.8% | +65.1% |
| YTD | +135.3% | +30.0% | +105.3% | +126.4% |
| 1Y | +267.5% | +208.4% | +59.1% | +216.4% |
| 3Y | +388.5% | +208.8% | +179.7% | +299.7% |
| 5Y | +417.1% | +27.8% | +389.3% | +349.0% |
| All | +861.6% | +1,117.8% | -256.2% | +633.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling